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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,256 | $99,079+108.2% | $78,002+164.4% | $273,972-24.7% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.5%-58.9pp | 83.0%-66.3pp |
| Annual return | -9.61% | 217.93%-227.5pp | 425.99%-435.6pp | 41.46%-51.1pp |
| Employer contribution / active EE | $1,837 | $3,308-44.5% | $2,470-25.6% | $4,869-62.3% |
| Participant deferral / active EE | $4,000 | $4,306-7.1% | $3,497+14.4% | $5,287-24.3% |
| Admin fee / account holder | $2,570 | $8,954-71.3% | $5,481-53.1% | $10,133-74.6% |